Brazil, Australia Patch 3, Australia, Zurich Patch 7, Zurich, Yokohama
Standalone Application
Recommended Actions for Service provides predefined guidances and recommendation context records tailored for Customer Service. This app also provides workspace configurations that display recommended actions in the contextual side panel without the need for admin configuration.
- Case context record is provided with the application.
- Show recommended actions for a case record in the CSM Configurable Workspace without any additional setup.
New:
- Actionable guidance is now available for recommended actions in contextual search. Users interacting with the CRM AI Native Workspace can now view and use guidance inputs for emails, work notes, and comments directly within the knowledge base widget when reviewing search results. Action configurations are integrated to support these actions, enabling informed decisions and seamless workflows through Search result mappings.
- The search result mapping record in 'Case Context for CRM AI Native Workspace' for the 'Attach Knowledge' widget has been updated with new guidance inputs related to action configurations.
Not applicable for this application version.
Required plugins and products:
- Recommended Actions application